Business Details
Trusted Accounting and Tax Services in Jacksonville, FL
At Graci Tax & Accounting, PA, we specialize in transforming complex financial challenges into strategic opportunities for growth. Our team of certified professionals delivers comprehensive accounting, tax, and business management services tailored to small businesses, entrepreneurs, and service-based enterprises. With decades of combined experience, we provide deep analysis, customized reporting, and proactive tax planning to help clients make informed decisions.Our approach combines technical expertise with personalized guidance, ensuring clients receive actionable insights that align with their unique goals. By handling financial operations, we empower business owners to focus on innovation and expansion. Our commitment to transparency, ethical standards, and client education establishes us as a trusted partner in long-term financial success.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Planning
Financial Reporting
Highlights and features
- We offer certified CPA expertise in tax and accounting services.
- Our team provides customized financial reporting and strategic guidance.
- We handle bookkeeping, payroll, and tax planning comprehensively.
- Our business management services deliver CFO-level insights affordably.
- We prioritize client education and transparent financial communication.
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings for individuals and businesses. We analyze deductions, credits, and liabilities to optimize returns while minimizing audit risks. Expertise in federal, state, and local tax codes guarantees precision for complex financial situations.
Bookkeeping
Comprehensive bookkeeping solutions track income, expenses, and cash flow in real time. We maintain organized ledgers, reconcile accounts, and generate reports to provide clear financial visibility for informed decision-making.
Payroll Services
Streamline payroll processing with automated tax calculations, direct deposits, and compliance reporting. We handle wage disbursements, tax filings, and year-end documentation to ensure accuracy and regulatory adherence.
Tax Planning
Proactive tax planning identifies year-round savings opportunities through deductions, credits, and structural optimizations. We develop customized strategies to reduce liabilities and align with long-term business objectives.
Business Management
Our business management services deliver CFO-level insights through budgeting, KPI analysis, and cash flow forecasting. Customized reports and strategic reviews empower data-driven decisions for sustainable growth.
People
Katherine Graci
Owner, CPA
Katherine Graci, a licensed CPA with 20+ years of experience, leads Graci Tax & Accounting, PA. Her expertise in tax strategy and financial advisory helps businesses optimize profitability and compliance.
Joanna Fisher
Accountant
Joanna Fisher specializes in bookkeeping and payroll solutions. With a decade of experience, she ensures clients maintain accurate financial records and streamlined operational processes.
Linda Wilbanks
Accountant
Linda Wilbanks provides tax preparation and planning services. Her attention to detail ensures clients maximize deductions while adhering to evolving tax regulations.
Kimberly Schrenker
Office Manager
Kimberly Schrenker oversees daily operations, ensuring seamless client communication and efficient service delivery across all accounting and tax functions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, payroll processing, financial reporting, and business management services tailored to small businesses' needs.
How can tax planning benefit my business?
Proactive tax planning identifies savings opportunities, reduces liabilities, and aligns financial strategies with long-term goals through deductions and structural optimizations.
Do you handle both individual and business tax filings?
Yes, we prepare tax returns for individuals, sole proprietors, partnerships, corporations, and other business entities with personalized attention to detail.
What cybersecurity resources do you provide clients?
We offer educational materials like our 'Cybersecurity on a Shoestring Budget' eBook to help small businesses protect financial data affordably.
How do you ensure compliance with tax regulations?
Our team stays updated on federal, state, and local tax code changes to guarantee accurate filings and minimize audit risks for all clients.
